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Receiving Goods via Manual Count

Goods In Best Practice

We recommend using barcode scanners to receive goods When receiving items, simply increase the '...

Updated 5 months ago by Mike

Receiving Goods without a Purchase Order

Goods In Best Practice

Best Practice Sometimes, a product will be delivered unexpectedly; this may be alongside another...

Updated 5 months ago by Mike

Recommended Setup - Stores and Stock Locations

Stores

This page is not intended to act as iron clad rules, rather as a general guide. Your specific set...

Updated 5 months ago by Mike

Supplier Return (Detail)

Supplier Returns

Use the tick boxes to process the Supplier Return line item (it is possible to have multiple it...

Updated 5 months ago by Mike

Summary

Stock Transfers

From this screen, you can view, create and manage Stock Transfers. Key to icons = open = i...

Updated 6 months ago by Mike

Stock Transfer Lines

Stock Transfers Stock Transfer (Detail)

Use this section to view and update Stock Transfer lines. This shows essential information, and...

Updated 6 months ago by Mike

Header

Stock Transfers Stock Transfer (Detail)

Use this screen to view and manage key information about the Stock Transfer. This information ...

Updated 6 months ago by Mike

Status

Stock Transfers Stock Transfer (Detail)

The Stock Transfer status is set automatically based on a variety of things within the Stock Tr...

Updated 6 months ago by Mike

Stock Transfer Notes

Stock Transfers Stock Transfer (Detail)

A user may add notes to a Stock Transfer here.  Use the controls to add a note or a task.

Updated 6 months ago by Mike

Audit History

Stock Transfers Stock Transfer (Detail)

The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp ...

Updated 6 months ago by Mike

Summary

Stock Transfers Stock Transfer (Detail)

From this screen you can manage an individual Stock Transfer. You can also receive stock on a St...

Updated 6 months ago by Mike

Create a new Stock Transfer

Stock Transfers

  1. Click here to select your source Store 2. Use the other filters as appropriate, includin...

Updated 6 months ago by Mike

Stock Transfer - Summary View

Stock Transfers

This screen will show you a list of all of your Stock Transfers.  From this screen, it is possib...

Updated 6 months ago by Mike

Purchase Order Notes

Purchase Orders Purchase Orders (Detail)

A user may add notes to a Purchase Order here.  Use the controls to add a note or a task. Sup...

Updated 6 months ago by Mike

Summary

Suppliers

View your Suppliers on this screen, along with some essential information about them.  To manage...

Updated 6 months ago by Mike

Dropship Purchase Orders (Direct Home Delivery)

Purchase Orders

A dropship Purchase Order (also known as Direct Home Delivery) is a Purchase Order where the Supp...

Updated 6 months ago by Mike

Stock Take via Barcode Scanner

Stock Take

An in browser stock take should be managed either via a manual count, or through barcode scanning...

Updated 6 months ago by Mike

Stock Take in Browser

Stock Take

An in browser stock take should be managed either via a manual count, or through barcode scanning...

Updated 6 months ago by Mike

Stock Terminology

General Stock Management

Current Stock This list applies to units which are currently in the business. These terms are us...

Updated 6 months ago by Mike

Summary

Stock Transfers Needed

This screen shows a list of all required Stock Transfers, as well as producing a shortcut to thei...

Updated 6 months ago by Mike